Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,166 $92.1K 0.01% +1 13F-HR/A Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,150 $90.8K 0.31% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,125 $88.8K 0.01% +825 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,074 $84.8K 0.02% +96 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,071 $84.5K 0.03% -574 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,030 $81.3K 0.07% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,014 $80.1K 0.02% +522 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,010 $79.7K <0.01% +73 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 977 $77.1K <0.01% +300 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 962 $75.9K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 959 $75.7K 0.01% -112 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 931 $73.5K <0.01% +100 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 922 $72.8K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 900 $71K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 875 $69.1K 0.05% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 866 $68.4K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 856 $68K 0.01% +3 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 837 $66.1K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 830 $65.5K <0.01% -50 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 802 $63.2K 0.06% -4,388 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 800 $63.2K 0.03% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 775 $61.2K 0.02% +5 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 738 $58.3K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 725 $57.2K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 700 $55.3K <0.01% 0 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 700 $55K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 680 $53.7K 0.01% -440 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 677 $53.4K 0.04% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 646 $51K 0.01% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 630 $49.7K 0.01% -3 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 611 $48.2K 0.01% -1,101 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 579 $45.7K 0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 573 $45.2K 0.02% -650 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 553 $43.7K <0.01% +451 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 553 $43.7K <0.01% -19 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 550 $43.4K 0.04% -374 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 548 $43.2K 0.02% +71 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 540 $42.6K 0.03% -114 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 538 $42.5K 0.01% +246 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 534 $42.1K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 529 $41.7K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 527 $41.6K 0.01% +4 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 517 $40.8K 0.01% +217 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 500 $39.5K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 460 $36.3K 0.02% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 455 $35.9K <0.01% -482 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 454 $35.8K 0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 450 $35.5K 0.02% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 430 $33.9K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 418 $33K 0.01% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 414 $32.7K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 412 $32.6K 0.01% +2 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 409 $32.2K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 405 $32K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 391 $30.9K <0.01% +275 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 348 $27.5K 0.01% -57 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 339 $26.8K 0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 311 $24.5K 0.07% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 300 $23.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 300 $23.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 291 $23K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 290 $22.9K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 258 $20.4K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 253 $20K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 247 $19.5K <0.01% -700 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 245 $19.3K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 233 $18.4K <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 226 $17.8K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 225 $17.8K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 216 $17.1K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 208 $16.4K 0.01% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 202 $15.9K <0.01% 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 202 $15.9K 0.01% -132 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 200 $15.8K 0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 185 $14.6K <0.01% -1,262 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $11.8K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 142 $11.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 136 $11K 0.01% +54 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 137 $10.8K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 136 $10.7K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 134 $10.6K <0.01% -2,408 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 136 $10K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 125 $9.87K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 119 $9.39K -360 Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 115 $9.08K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 104 $8.22K 0.01% -208 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 104 $8.21K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 96 $7.56K 0.01% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 94 $7.45K <0.01% -216 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $7.34K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 92 $7.26K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 78 $6.15K <0.01% +1 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 75 $5.92K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 68 $5.37K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 67 $5.32K <0.01% -101 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 61 $4.82K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 57 $4.5K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 50 $3.95K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 48 $3.79K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 45 $3.55K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $3.23K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 31 $2.45K <0.01% -15 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 20 $1.58K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $1.58K <0.01% -207 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 18 $1.42K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 15 $1.18K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 14 $1.1K <0.01% -129 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14 $1.1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $948 <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 10 $789 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8 $595 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6 $474 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4 $316 <0.01% -30 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2 $166 <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2 $157 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $111 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $82 <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $79 <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1 $79 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -451 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 28 $1.19M -15,161 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.